> Risk & Compliance: to know a portfolio’s structure and its breakdown over different categories, enabling the investment manager to specify allocation schemes (asset category, sector, currency, rating, etc) and to analyse each one’s risk breakdown.

> Order Management & Rebalancing: to enable real-time compliance checking before order delivery. To execute straight-through processing to the back-ofﬁce or external Order Management System, and to monitor and track orders, ensuring effective decisions and validations are based on up-to-date and accurate data.

> Deliver & Execute: to signiﬁcantly improve productivity and customer service by relieving users of the need to actively monitor exception events.

> Performance Measurement & Attribution: to deﬁne where and to what degree the portfolio manager’s skills have added value, both for top-down investment management and bottom-up approach.

Key Benefits

Empower your portfolio and relationship managers and advisors and create front-ofﬁce efﬁciency: Focus attention on the highest priority tasks, reduce errors in execution, automate the most manual actions enabling more managed portfolios per manager/advisor and give them more face time with clients.

Maximise client relationships: Identify performance gains faster and provide more frequent consistent professional advice based on demonstrable metrics, build conﬁdence and trust and increase the chance of cross-selling opportunities.

Increase proﬁtability: Identify the most proﬁtable clients, where proﬁtability lies within branch or manager level, and for which products. Concentrate on the most proﬁtable business areas, automating the least proﬁtable areas to improve margin.